Filed October 20, 2020 (most recent of 10 filings on file)
Total covered: 85 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $29,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,939 | $69,238+31.3% | $185,823-51.1% | $101,517-10.4% |
| Participation rate | 22.6% | 73.5%-50.9pp | 81.7%-59.1pp | 74.6%-51.9pp |
| Annual return | 15.64% | 21.26%-5.6pp | 122.05%-106.4pp | 21.00%-5.4pp |
| Employer contribution / active EE | $0 | $2,104-100.0% | $5,167-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $1,663 | $3,764-55.8% | $5,568-70.1% | $4,873-65.9% |
| Admin fee / account holder | $14 | $66-79.3% | $16,237-99.9% | $139-90.1% |